Capital Financial Advisory Group
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Capital Financial Advisory Group is a privately owned company dedicated to our clients. We pride ourselves in the ability to help you reach your financial goals and plan for your future. We specialize in retirement planning, business consulting, wealth management and more. Our team of financial experts has more than 100 years of combined experience. At Capital Financial Advisory Group we understan
The 4% rule can be a helpful starting point, but it is not the same as having a retirement income plan.
In retirement, the goal is not just to withdraw money. It is to create a strategy that accounts for income needs, market changes, taxes, timing, and the lifestyle you want to maintain.
A strong retirement plan should help answer the bigger question: where will your paycheck come from when work stops?
The years leading up to retirement can be some of the most important years in your financial life.
This stage is often called the “financial red zone” — the period when decisions around income, savings, taxes, market risk, and retirement timing can have a major impact on the road ahead.
It is not about fear. It is about awareness, preparation, and making sure your plan is built for the retirement you want.
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Address
1500 Town Side Drive, Ste 201
Apex, NC
27502
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
